BillingLogix + Calendly

Create new BillingLogix prospects from newly created Calendly invitees

Leverage this streamlined workflow to effectively manage your business. When a new invitee is added in Calendly, their details are instantly transferred to BillingLogix to create a new prospect. This continuous data exchange saves time, increases accuracy, and lets you focus on nurturing your relationships, instead of managing them. Enjoy the benefits of seamless data flow between your scheduling and billing platforms.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Prospect
Creates a new prospect.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write

- SearchRequired
Action
Search
New Account Check-In Failed With Membership Upgrades
Triggers when an account check-in fails for their membership needing to be upgraded.
Trigger
Instant
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- DocumentRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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New Chargeback Invoice
Triggers when invoices are in a chargeback payment status.
Trigger
Instant
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New Chargeback Payment
Triggers when payments are in a chargeback status.
Trigger
Instant
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New Failed Invoice
Triggers when invoices are in a failed payment status.
Trigger
Instant
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New Failed Payment
Triggers when payments failed to process.
Trigger
Instant
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New Paid Invoice
Triggers when invoices are paid.
Trigger
Instant
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New Prospect
Triggers when new prospects are created.
Trigger
Instant
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New Refunded Membership Payment
Triggers when membership payments are refunded.
Trigger
Instant
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New Successful Membership Payment
Triggers when membership payments are successful.
Trigger
Instant
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New Uncollectible Invoice
Triggers when invoices are in a uncollectible payment status.
Trigger
Instant
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- Account Unique IdentifierRequired
- Tag Unique IdentifierRequired
Action
Write
- Primary LocationRequired
- Primary ProgramRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Gender
- Date of Birth (YYYY-MM-DD)
- Mobile Phone
- Mobile Consent
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- NameRequired
- LabelRequired
- ColorRequired
Action
Write
- Member Email Address or Unique IdentifierRequired
Action
Search
- Member Email Address or Unique IdentifierRequired
- Primary LocationRequired
- Primary ProgramRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Gender
- Date of Birth (YYYY-MM-DD)
- Mobile Phone
- Mobile Consent
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Search or write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
Try It
- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write
- Event UUIDRequired
Action
Search
New Account Check-In Failed With Attendance Limit
Triggers when an account check-in fails for hitting the attendance limit for their membership.
Trigger
Instant
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New Account Check-In Failed With Overdue Invoices
Triggers when an account check-in fails for overdue invoices that need to be paid.
Trigger
Instant
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- TagRequired
Trigger
Instant
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New Event Reservation Cancelled
Triggers when event reservation status changes to cancelled.
Trigger
Instant
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New Chargeback Membership Payment
Triggers when memberships are in a chargeback status.
Trigger
Instant
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New Event Reservation Checked-In
Triggers when event reservation status changes to checked-in.
Trigger
Instant
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New Failed Membership Payment
Triggers when membership payment failed to process.
Trigger
Instant
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New Member
Triggers when new members are created.
Trigger
Instant
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New Partial Refund Invoice
Triggers when invoices are in a partial refund payment status.
Trigger
Instant
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New Refunded Invoice
Triggers when invoices are in a refunded payment status.
Trigger
Instant
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New Refunded Payment
Triggers when payments are refunded.
Trigger
Instant
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New Successful Payment
Triggers when payments are successful.
Trigger
Instant
Try It
- Account Unique IdentifierRequired
- Document Unique IdentifierRequired
Action
Write
- Account Unique IdentifierRequired
- Tag Unique IdentifierRequired
Action
Write
- Primary LocationRequired
- Primary ProgramRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Gender
- Date of Birth (YYYY-MM-DD)
- Mobile Phone
- Mobile Consent
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write
- Account Email Address or Unique IdentifierRequired
Action
Search
- Prospect Email Address or Unique IdentifierRequired
Action
Search
- Prospect Email Address or Unique IdentifierRequired
- Primary LocationRequired
- Primary ProgramRequired
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Phone Number
- Gender
- Date of Birth (YYYY-MM-DD)
- Mobile Phone
- Mobile Consent
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Search or write

About BillingLogix

BillingLogix is a point of sale and membership management solution for martial arts, health, and fitness sectors.

Related categories

CRM (Customer Relationship Management)

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

BillingLogix + Calendly

Create new BillingLogix prospects from newly created Calendly invitees

Event Canceled

Invitee Created

New Routing Form Submission

Create One-Off Meeting

Cancel Scheduled Event

Find User

New Account Check-In Failed With Membership Upgrades

Document Signed by Account

Tag Removed From Account

New Chargeback Invoice

New Chargeback Payment

New Failed Invoice

New Failed Payment

New Paid Invoice

New Prospect

New Refunded Membership Payment

New Successful Membership Payment

New Uncollectible Invoice

Add Tag to Account

Create Member

Create Tag

Find Member

Find or Create Member

Invitee Canceled

Invitee No Show Created

Cancel an Event

Mark Invitee as No Show

Find Event

New Account Check-In Failed With Attendance Limit

New Account Check-In Failed With Overdue Invoices

Tag Added to Account

New Event Reservation Cancelled

New Chargeback Membership Payment

New Event Reservation Checked-In

New Failed Membership Payment

New Member

New Partial Refund Invoice

New Refunded Invoice

New Refunded Payment

New Successful Payment

Add Document Waiver to Account

Remove Tag From Account

Create Prospect

Find Account

Find Prospect

Find or Create Prospect

About BillingLogix

Related categories

About Calendly

Related categories